Occidental Asset Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Occidental Asset Management’s Portfolio GBIL Stock Details GBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$733K	Buy	7,326 +24	+0.3%	+$2.4K	0.06%	165
2026 Q2	$731K	Hold	7,302	–	–	0.07%	163
2026 Q1	$732K	Hold	7,302	–	–	0.09%	134
2025 Q4	$730K	Hold	7,302	–	–	0.09%	133
2025 Q3	$732K	Hold	7,302	–	–	0.09%	129
2025 Q2	$731K	Hold	7,302	–	–	0.1%	124
2025 Q1	$732K	Hold	7,302	–	–	0.11%	118
2024 Q4	$730K	Buy	7,302 +2,185	+43%	+$219K	0.11%	120
2024 Q3	$513K	Hold	5,117	–	–	0.08%	144
2024 Q2	$512K	Hold	5,117	–	–	0.09%	135
2024 Q1	$516K	Hold	5,117	–	–	0.1%	131
2023 Q4	$510K	Buy	5,117 +20	+0.4%	+$2K	0.11%	135
2023 Q3	$510K	Sell	5,097 -5,000	-50%	-$499K	0.12%	131
2023 Q2	$1.01M	Buy	+10,097	New	+$1.01M	0.23%	108

Other funds holding GBIL

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

St. James Investment Company Southlake, Texas $613M AUM 5.29% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

Occidental Asset Management's GBIL Position: Q3 2026 in Review

Occidental Asset Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.33% in Q3 2026, buying an estimated $2.4K and bringing the position to 7,326 shares worth $733K. The position accounts for 0.06% of the portfolio, ranked #165.

Occidental Asset Management first reported a position in GBIL in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q2 2023. 287 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

Occidental Asset Management held 7,326 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $733K as of Q3 2026.
Occidental Asset Management bought 24 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $2.4K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.06% of Occidental Asset Management's portfolio in Q3 2026, its #165 holding.
Occidental Asset Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2023 and has held it in 14 quarters since.
Occidental Asset Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.01M in Q2 2023.
287 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.